北交所定期报告20250818：北交所行情高涨，北证50与专精特新指数均创历史新高

Group 1: Capital Market News - The US government announced an expansion of the 50% tariff on steel and aluminum imports, including hundreds of derivative products, effective August 18, 2025 [6] - Japanese companies are expected to face a significant impact from US tariff policies, with a projected total operating profit decrease of 3.5 trillion yen for 42 major listed companies in the current fiscal year [7] Group 2: Industry News - The Ministry of Commerce extended the anti-subsidy investigation period for imported dairy products from the EU until February 21, 2026, due to the complexity of the case [8] - Guangdong Province released funding management guidelines for innovation projects in artificial intelligence and robotics, with a maximum support of 50 million yuan per project [9][10] - Beijing is set to implement measures to accelerate the application of photovoltaic technology in infrastructure, focusing on urban areas and rural projects [11] - Chongqing is planning to advance the construction of hydrogen stations and promote renewable energy hydrogen production, with a focus on integrating with existing energy infrastructure [12] Group 3: Market Performance - As of August 18, 2025, the North Exchange 50 Index rose by 6.79%, while the overall A-share market showed positive performance with the ChiNext Index up by 2.84% and the Shanghai Composite Index up by 0.85% [3.1] - The North Exchange had a total of 271 constituent stocks with an average market capitalization of 3.352 billion yuan and a trading volume of 45.464 billion yuan, an increase of 16.888 billion yuan from the previous trading day [3.2] Group 4: Company Announcements - Guohang Ocean announced the completion of registration for its Singapore subsidiary, focusing on dry bulk shipping and related services [22] - Lintai New Materials reported a 67.72% year-on-year increase in revenue for the first half of 2025, reaching 205 million yuan, with a net profit growth of 167.81% [23] - Qingju Technology achieved a revenue of 351 million yuan in the first half of 2025, marking a 2.39% increase year-on-year, with new contracts signed amounting to 658 million yuan, a 29.50% increase [24]